FE · 10-Q · 2026Q1 · Full report

Transmission Planning Supplemental Projects

FIRSTENERGY CORP · 2026-04-28 · Importance 31 · Surprise 42

The OCC and other intervenors have challenged PJM’s handling of Attachment M‑3 “Supplemental Projects,” alleging lack of PJM review for need, prudence and cost‑effectiveness and seeking new FERC oversight and independent monitoring. The complaint was expanded to include all PJM transmission utilities (including JCP&L) and FirstEnergy participated through PJM transmission owner consortiums and trade groups. FirstEnergy filed a motion to dismiss and the matter remains pending before FERC, and separate complaints by industrial customers seek to limit local transmission planning. FirstEnergy warns that if these complaints proceed, they could materially impact transmission capital investment strategy and how local transmission projects are planned and recovered.

Key facts

• On September 27, 2023, the OCC filed a complaint at FERC against ATSI, PJM and other utilities alleging PJM Tariff Attachment M-3 Supplemental Projects are unjust and demanding that PJM review supplemental projects for need, prudence and cost-effectiveness and seek prior FERC approval for projects exceeding an established cost threshold.
• On December 19, 2024, the Industrial Energy Consumers of America and state consumer advocates filed a complaint at FERC asserting that transmission owners are overbuilding local transmission facilities and demanding prohibitions and independent monitors; FirstEnergy and PJM transmission owners filed a motion to dismiss on March 20, 2025 which is pending before FERC.